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Microsoft

4,501 hedge funds and large institutions have $1.23T invested in Microsoft in 2022 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 2,160 increasing their positions, 1,826 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $37.5B | Put options by funds: $21B

62% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 90

18% more repeat investments, than reductions

Existing positions increased: 2,160 | Existing positions reduced: 1,826

1.29% more ownership

Funds ownership: 69.82%71.11% (+1.3%)

0% less funds holding

Funds holding: 4,5084,501 (-7)

1% less funds holding in top 10

Funds holding in top 10: 2,4262,397 (-29)

8% less capital invested

Capital invested by funds: $1.34T → $1.23T (-$103B)

Holders
4,501
Holders Change
-7
Holders Change %
-0.16%
% of All Funds
77.52%
Holding in Top 10
2,397
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-1.2%
% of All Funds
41.28%
New
146
Increased
2,160
Reduced
1,826
Closed
90
Calls
$37.5B
Puts
$21B
Net Calls
+$16.5B
Net Calls Change
-$1.57B
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
4076
RGT Wealth Advisors
Texas
$595K -$151K -573 -18%
QWM
4077
Quaker Wealth Management
New Jersey
$594K -$250K -947 -27%
SEA
4078
Stegent Equity Advisors
Texas
$593K -$42.8K -162 -6%
WFA
4079
West Financial Advisors
Iowa
$590K -$4.49K -17 -0.7%
AA
4080
Aufman Associates
Pennsylvania
$590K +$264 +1 +0%
NFGCM
4081
Norman Fields Gottscho Capital Management
New York
$589K +$1.06K +4 +0.2%
WF
4082
Whelan Financial
California
$589K +$94.8K +359 +17%
PIC
4083
Portland Investment Counsel
Ontario, Canada
$586K
TFA
4084
Tranquilli Financial Advisor
New Jersey
$586K +$72.9K +276 +12%
VFG
4085
V2 Financial group
Illinois
$586K
KAM
4086
KEB Asset Management
Illinois
$585K +$144K +545 +28%
EW
4087
Element Wealth
Mississippi
$582K +$22.7K +86 +4%
HFM
4088
Hartford Funds Management
Pennsylvania
$582K +$195K +740 +42%
GCL
4089
Gouws Capital LLC
North Carolina
$580K -$14.5K -55 -2%
MFA
4090
Morling Financial Advisors
California
$576K
OFS
4091
Oldfather Financial Services
Nebraska
$576K +$9.24K +35 +1%
CIS
4092
Continental Investors Services
Washington
$574K +$264 +1 +0%
ST
4093
Sageworth Trust
Pennsylvania
$571K -$437K -1,656 -40%
CCA
4094
Covey Capital Advisors
Georgia
$571K
MFC
4095
Morris Financial Concepts
South Carolina
$571K +$60.5K +229 +10%
EWM
4096
Endowment Wealth Management
Wisconsin
$569K -$19.8K -75 -3%
ICM
4097
Intrepid Capital Management
Florida
$569K +$118K +448 +22%
OCG
4098
Opus Capital Group
Ohio
$565K -$92.2K -349 -13%
AW
4099
Avion Wealth
Texas
$565K -$25.3K -96 -4%
ETS
4100
ESL Trust Services
New York
$561K -$138K -524 -18%

MSFT Hedge Fund Activity: Q3 2022 in Review

4,501 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2022, worth a combined $1.23T — down 7.7% from $1.34T a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new MSFT positions and 90 closed out — a net gain of 56 holders — while 2,160 added to existing stakes and 1,826 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $10.1B. The largest seller was T. Rowe Price Associates, cutting an estimated $6.47B.

  • 4,501 institutional investors held Microsoft (MSFT) as of Q3 2022, down from 4,508 in Q2 2022.
  • Funds reported $1.23T of Microsoft stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 146 funds opened new Microsoft positions in Q3 2022 and 90 closed out, a net change of +56 holders.
  • The largest Microsoft buyer in Q3 2022 was Gates Foundation Trust, an estimated $10.1B added.
  • The largest Microsoft seller in Q3 2022 was T. Rowe Price Associates, an estimated $6.47B sold.

Based on aggregated 13F filings for Q3 2022.